Advisor at G.S. Woods Wealth Management
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Firm
G.S. Woods Wealth Management
Location
Forest Hilll, MD
Credentials
ChFC®, Series 63, Series 65
Industry experience
15 years
Graeme Woods is the principal advisor at G.S. Woods Wealth Management with 15 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Woods has experience in both financial services and business consulting, including managing a wholesale import-export company and leading a business consulting and insurance firm focused on risk management and business value growth. G.S. Woods Wealth Management serves individuals, families, small businesses, and charitable organizations by providing written financial planning, insurance placement, business consulting, and pension consulting services. The firm emphasizes goals-based planning and risk assessment, referring clients to third-party asset managers and offering fixed-fee and hourly engagements, with a notable role in pension consulting for government entities.
Based on G.S. Woods Wealth Management
Based on G.S. Woods Wealth Management
Based on G.S. Woods Wealth Management
Financial planning fixed fees as above
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.80%
Commissions from insurance sales (life insurance, annuities, disability, etc.)
$150 per hour for extended financial planning and consultations
Subscription fee for AI budgeting app: $5/month or $50/year
Account minimum: $25,000 Fee-only: Fixed fees for financial planning: Retirement Solutions $3,000; Silver Solutions $5,000; Gold Solutions $7,000; Business Planning $18,000; Financial plan updates 30% of original fee; Hourly fee $150/hour
Forest Hilll, MD
Maryland · Pennsylvania
Vidik Labs LLC
2026 - Present (1 year)
Jogrr Ventures, Inc.
2025 - Present (1 year)
eXp Commercial
2022 - 2025 (3 years)
Finalis Securities
2022 - 2025 (3 years)
GSW Trading Company
2020 - Present (6 years)
EXP Realty, LLC
2019 - 2020 (1 year)
G.S. Woods Financial Solutions LLC
2016 - Present (10 years)
RE/MAX Edge
2016 - 2018 (2 years)
Mutual Of Omaha Investor Services.
2013 - 2016 (3 years)
Mutual Of Omaha
2013 - 2016 (3 years)
Self
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
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